See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,267 | $73,787-42.7% | $98,716-57.2% | $82,448-48.7% |
| Participation rate | 73.1% | 61.4%+11.7pp | 69.3%+3.8pp | 68.1%+5.0pp |
| Annual return | 13.56% | 18.57%-5.0pp | 31.81%-18.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $634 | $1,511-58.0% | $2,279-72.2% | $2,551-75.1% |
| Participant deferral / active EE | $4,123 | $3,081+33.8% | $4,048+1.9% | $4,139-0.4% |
| Admin fee / account holder | $8,503 | $6,500+30.8% | $8,703-2.3% | $7,234+17.5% |